Retirement plan

CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY& CENTRAL COAST 401(K) PLAN

Name: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COAST - CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY& CENTRAL COAST 401(K) PLAN (2021) Form 5500
Creator: CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COAST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY& CENTRAL COAST 401(K) PLAN, CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COAST

CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COASTdba SAMEEIN 93-0903773Plan #002PY 2021

3737 PORTLAND RD. NE - SALEM, OR 97301503-856-7063

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.5M

-21.0% from 2020

Total participants

158

-9.2% from 2020

Average account balance

$25,501

-10.0% from 2020

Annual return

16.09%

+1.71 pp from 2020

Benchmarks

See 5,353 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,353 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$4.16M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$41K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

101

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

59.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$585K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3417

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2A2E2F2G2K3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$19 / participant

Investment mgmt$3K100.0%

% of EOY assets

0.200%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ALDRICH CPA'S & ADVISORS
Auditor EIN: 930623286
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,501

$61,156-58.3%

$185,823-86.3%

$79,386-67.9%

Participation rate

32.7%

66.6%-34.0pp

81.7%-49.0pp

70.7%-38.0pp

Annual return

16.09%

19.45%-3.4pp

122.05%-106.0pp

116.85%-100.8pp

Employer contribution / active EE

$2,321-99.8%

$5,167-99.9%

$2,427-99.8%

Participant deferral / active EE

$1,228

$2,789-56.0%

$5,568-77.9%

$4,046-69.7%

Admin fee / account holder

$51

$710-92.8%

$16,237-99.7%

$626-91.8%

CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY& CENTRAL COAST 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY& CENTRAL COAST 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion